News + Filings Holdings
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Safeguard Financial, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vanguard Small-Cap Value ETF
| VBR | common | 0 | -30,801 | 0 | -4,891,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 0 | -15,682 | 0 | -3,145,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 0 | -20,719 | 0 | -1,565,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR INDEX SHS FDS
| SPEM | Common | 0 | -37,904 | 0 | -1,249,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 0 | -5,501 | 0 | -1,121,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 0 | -7,028 | 0 | -950,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 0 | -2,593 | 0 | -911,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | Equities | 0 | -15,136 | 0 | -683,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VPU | Common | 0 | -2,000 | 0 | -307,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FTEC | Common | 0 | -3,056 | 0 | -289,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOV | Common | 0 | -1,500 | 0 | -210,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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